Payment Methods

Payment Methods

Use Payment Methods to view, edit, and add new payment methods for your firm. Any payment methods displayed in this table will be available as Payment Method options when recording a new payment on an open invoice when Managing the Books.

Creating a New Payment Method

To add a new Payment Method, click on New Payment Method.

On click, the edit/create view appears. On a wide-screen monitor, the edit/new fields will appear in a two-panel view.

Editing a Payment Method

1. Click on the line item you want to edit.

2. Edit the fields as necessary and click Save.

Deleting a Payment Method

Payment methods cannot be deleted, only deactivated.

To deactivate a payment method, click on the row of the desired payment method. On click, the Payment Method details will appear. Select No from the Active dropdown menu and click Save.

Once deactivated, the payment method will be displayed as red in the Payment Methods list. Additionally, the Active column will be updated to No.

Filtering Payment Methods

Any table in MerusCase allows for filtering across any of the columns on your screen to provide the user a tailored list within the system. In other words, use the filter to quickly find a specific line item within the table.

Additionally, MerusCase supports the use of multiple filters at once. For instance, a user can search for all open (by the Case Status column) cases within Browse Cases and then apply a second filter to then search for Assigned to Me (by the Staff column) within those open cases.

To apply multiple filters, enter the first filter then click on the magnifying glass. On click, a drop-down window will appear. Click Add Filter and toggle what to filter by.

Select Always use this column if you wish to always use the same filter type. Many firms find it particularly useful to select this option when filtering for cases, forms, or templates.

To remove a filter, click on the added filter button (each applied filter appears as a button underneath the Search/Filter bar). For example, to remove the filter for open cases, click on the button Status: Open underneath the Search/Filter bar.